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Research draft

tax haven

vr.tr.tax-haven · PHY.PLC

Let an agent explain tax havens, relay definitions, features, lists, reforms and research from OECD, EU, IMF and academic sources with contested classifications attributed, describe the corporate haven alias, refuse evasion guidance, and distinguish tax havens from offshore financial centres generally, low-tax jurisdictions with transparency, special economic zones and money laundering as a crime.

Thing Registry Physical world and living systems

Research draft, second pass

A second pass drafted this model: the structure a model of this thing needs, and what is known about it in the world. The line under this one says how the second half was obtained - researched against sources, or recalled without web access, in which case nothing here was read anywhere and every claim is a lead to verify. Unreviewed either way.

written by Claude from model knowledge without web access - no source was read, every claim is a lead to verify

Researched by: Claude

Purpose and description

Let an agent explain tax havens, relay definitions, features, lists, reforms and research from OECD, EU, IMF and academic sources with contested classifications attributed, describe the corporate haven alias, refuse evasion guidance, and distinguish tax havens from offshore financial centres generally, low-tax jurisdictions with transparency, special economic zones and money laundering as a crime.

A jurisdiction that offers very low or zero taxes, secrecy or light regulation attractive to non-residents and foreign companies, used for legitimate structuring as well as tax avoidance and evasion, with corporate havens attracting multinational profit booking; definitions and lists are contested, as the EU maintains a list of non-cooperative jurisdictions, the OECD sets transparency standards, and researchers such as the Tax Justice Network publish indices that sometimes include major economies. Reforms include automatic exchange of tax information under the Common Reporting Standard and the OECD global minimum corporate tax, and debates about their effectiveness are attributed. The model gives no advice on evading tax.

What it is for: Understanding low-tax secrecy jurisdictions.

It can be explain definitions and features; relay lists and reforms with attribution; describe corporate havens; present debates with attribution.

Distinguishing features

Low effective taxation

Secrecy features

Non-resident focus

Contested lists

What it looks like

Not a physical object; seen in company registries, financial flows and policy lists.

Physical character

Common Reporting Standard: 2014 year - OECD, exchanges from 2017

OECD Pillar Two minimum tax: 15 percent note - implementation varies

Panama Papers: 2016 year - leak investigations

How it is recognised

Low-tax or secrecy jurisdiction

Corporate haven, offshore financial centre, secrecy jurisdiction

Offshore centres may be transparent; low-tax states may share information; special economic zones offer incentives locally; money laundering is a crime

Related models

is a kind of - in registry terms

jurisdiction

is targeted by -

Common Reporting Standard

is related to -

base erosion and profit shifting

is contrasted with -

money laundering

In practice

Families and kinds

corporate tax havens

secrecy jurisdictions

offshore financial centres

conduit jurisdictions

sink jurisdictions

Standards and regulation

OECD Global Forum transparency standards

EU list of non-cooperative jurisdictions

OECD/G20 BEPS and Pillar Two

FATF anti-money laundering standards

Failure modes and hazards

Giving tax evasion advice

Presenting contested lists as settled

Stale list information

Also called

corporate haven

Where this came from

wikidata · CC0 1.0

Drafted structure

Bundle to layer to finding to question, as the second pass will find it: 4 bundles · 8 layers · 8 findings · 16 questions.

Understand What a tax haven is.

Attribution.

Definition

Definition.

Definition

Definition.

  1. What is a tax haven, and how does it differ from offshore centres, transparent low-tax states, special economic zones and money laundering? definition
  2. Is the request for help hiding income or assets, which this model does not provide, or for general understanding or tax compliance, which a tax adviser can support? boundary

Corporate havens

Corporate havens.

Corporate havens

Corporate havens.

  1. What is a corporate haven, and how do multinationals use them, as research describes? definition
  2. Which entry fits corporate tax haven? action
Lists Lists and definitions.

Attribution.

EU list

EU list.

EU list

EU list.

  1. How does the EU compile its list of non-cooperative jurisdictions, and what criticisms exist, with positions attributed? provenance
  2. Which references are standard? provenance

Indices

Research indices.

Indices

Indices.

  1. What do indices such as the Financial Secrecy Index measure, and how do governments respond, with views attributed? provenance
  2. Which sources are cited? provenance
Reforms Reforms.

Regulation.

CRS

Information exchange.

CRS

CRS.

  1. How does automatic exchange of information work under the CRS? provenance
  2. Which entry fits Common Reporting Standard? action

Minimum tax

Global minimum tax.

Minimum tax

Minimum tax.

  1. What is the global minimum tax, and how is implementation progressing, checked against current sources? provenance
  2. Is the information current? boundary
Context Leaks and research.

Attribution.

Leaks

Leak investigations.

Leaks

Leaks.

  1. What did investigations such as the Panama Papers reveal, as reported? provenance
  2. Which entry fits Panama Papers? action

Estimates

Revenue loss estimates.

Estimates

Estimates.

  1. What do economists estimate about revenue lost to havens, with methods and positions attributed? provenance
  2. Is the presentation neutral and attributed? boundary

What the second pass must settle

  • How should competing haven lists be presented side by side?
  • Should corporate haven be a separate entry?
  • How should current EU and OECD lists be kept current?